MSV
Michelle S. Vang Portfolio
Invests via Socha Financial Group LLC | Managed by Michael Socha, Michelle Socha Vang, Jolie McCarthy
Invests via Socha Financial Group LLC
Managed by Michael Socha, Michelle Socha Vang, Jolie McCarthy
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Michelle S. Vang Profile
With a distinguished background in venture capital, Michelle S. Vang has established herself as a leader within the technology investment space. Her track record reflects significant contributions to numerous startups, particularly in sectors that bridge innovation and market disruption. Known for her keen insights into emerging technologies, she plays an instrumental role in guiding portfolio companies towards scalable growth while nurturing early-stage ideas into viable business models. Vang’s experience positions her as a vital connector between investors and pioneering entrepreneurs eager to transform their visions into reality.
With a distinguished background in venture capital, Michelle S. Vang has established herself as a leader within the technology investment space. Her track record reflects significant contributions to numerous startups, particularly in sectors that bridge innovation and market disruption. Known for her keen insights into emerging technologies, she plays an instrumental role in guiding portfolio companies towards scalable growth while nurturing early-stage ideas into viable business models. Vang’s experience positions her as a vital connector between investors and pioneering entrepreneurs eager to transform their visions into reality.
Investment Philosophy & Strategy
In the realm of technology investment, Michelle S. Vang leverages her venture capital expertise to identify and cultivate transformative ideas within dynamic markets. Focused on early-stage startups, she emphasizes strategic innovation and operational scalability as key components for success. By integrating a hands-on approach with deep sector knowledge, she adeptly assesses growth potential and aligns resources effectively to support burgeoning enterprises. Her role extends beyond traditional investing; Vang actively fosters collaboration between innovative thinkers and funding sources to facilitate impactful advancements in technology.
In the realm of technology investment, Michelle S. Vang leverages her venture capital expertise to identify and cultivate transformative ideas within dynamic markets. Focused on early-stage startups, she emphasizes strategic innovation and operational scalability as key components for success. By integrating a hands-on approach with deep sector knowledge, she adeptly assesses growth potential and aligns resources effectively to support burgeoning enterprises. Her role extends beyond traditional investing; Vang actively fosters collaboration between innovative thinkers and funding sources to facilitate impactful advancements in technology.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
74.24%
Gain 0%
Monthly
1.03%
Yearly
13.05%
Drawdown
18.11%
$236.18M
Equity
Holdings
$236.18M
Investment
$211.1M
$127.69M
Profit -$6,761.26
Realized
$55.78M
Unrealized
$71.91M
Dividends
$11.23M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.003%
Profit
-$6,761.26
Win %
100%
This Week
Compared To Last Week
Gain
-0.003%
Profit
-$6,761.26
Win %
100%
This Month
Compared to last month
Gain
-1.91%
Profit
-$4.59M
Win %
100%
This Year
Compared to last year
Gain
10.66%
Profit
$23.4M
Win %
100%
TECL Direxion Daily Technology Bull 3x Shares
+2.54%
+$15,988.02 
TQQQ ProShares UltraPro QQQ
+1.99%
+$10,580.56 
GLW Corning Incorporated
+1.5%
+$102,600.05 
FXL First Trust Technology AlphaDEX Fund
+1.27%
+$38,341.24 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.15%
+$372,338.83 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$223,051.75 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$2,971.79 
FFLC Fidelity Large Cap Core Fund
+0.76%
+$257,883.56 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$2,579.27 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$339,746.18 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$267,205.64 
PSMO Pacer Swan SOS Moderate October ETF
+0.53%
+$1,266.94 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$106,472.8 
CAPE DoubleLine Shiller CAPE U.S. Equities ETF
+0.27%
+$4,558.58 No Data
Events
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Dividends
Dividend Analysis
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| Trades 349 | Longs Won 234/349 67% | Profit Factor 59.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.44M |
| Average Win $555,073.22 | Best Trade (Dec 31) $12.25M | Sharpe Ratio -8.58 |
| Average Loss -$19,100.66 | Worst Trade (Jun 29) -$941,119.34 | Z-Score 0.28 (21.87%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 2d | Expectancy $365,875.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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